美聯儲會議紀要：多名官員認爲，金融市場正在承擔部分美聯儲收緊政策的作用。

Fed minutes said some participants, in a financial stability discussion, flagged vulnerabilities tied to financing for rapid expansion of AI-related infrastructure. They noted elevated AI equity valuations reflect market optimism on long-term earnings and warned a sharp downgrade of those prospects could trigger broad asset repricing, tighten financial conditions and strain financial institutions with direct or indirect exposure. Two participants also discussed how heightened U.S. Treasury price volatility could harm the financial system and ways to reduce the likelihood of such events.

Bank Indonesia governor said the central bank is committed to a strategy aimed at maintaining rupiah stability.